Risk Cloud and Workflow Max integrations and automations

Seamlessly connect Risk Cloud and Workflow Max. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

Triggers

When this happens…

Risk Cloud
  • Created Record in Workflow Real-time
    Triggers when a Record is created in a speceific Step in Risk Cloud
  • Moved Record in Workflow Real-time
    Triggers when a Record is moved between Steps in Risk Cloud

    • Any other trigger you can think up

Actions

Do this…

Risk Cloud
  • Custom action
    Custom action in Risk Cloud© - Community Connector (Custom)
  • Create a New Object
    Create an object in Risk Cloud
  • Download Table Report
    Download Table Report
  • Get MIME Type from Extension
    Get MIME Type from Extension.
  • Get Object by ID
    Get object by ID in Risk Cloud
  • List Attachments in Record Field
    List Attachments on a Record Field.
  • Update an Object
    Update object in Risk Cloud
  • Upload Attachment
    Upload Attachment

    • Any other action you can think up

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax

    • Any other action you can think up

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